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MIFH

Migdal Insurance & Financial Holdings Portfolio holdings

AUM $11.5B
1-Year Est. Return 52.5%
This Fund
S&P 500
This Quarter Est. Return
+6.39%
1 Year Est. Return
+52.5%
3 Year Est. Return
+121.22%
5 Year Est. Return
+148.45%
10 Year Est. Return
+570.87%
AUM
$11.5B
AUM Growth
-$104M
Cap. Flow
-$31.9M
Cap. Flow %
-0.28%
Top 10 Hldgs %
44.81%
Holding
434
New
88
Increased
95
Reduced
107
Closed
74

Top Buys

1
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$373M
2
EWY icon
iShares MSCI South Korea ETF
EWY
+$175M
3
SMH icon
VanEck Semiconductor ETF
SMH
+$142M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$134M
5
MU icon
Micron Technology
MU
+$131M

Top Sells

1
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$767M
2
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$251M
3
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$202M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$143M
5
META icon
Meta Platforms (Facebook)
META
+$136M

Sector Composition

1 Technology 30.14%
2 Healthcare 13.43%
3 Communication Services 5.62%
4 Consumer Discretionary 4.29%
5 Industrials 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MBLY icon
401
Mobileye
MBLY
$8.5B
– –
-1,999,090
Closed -$20.9M
MCHI icon
402
iShares MSCI China ETF
MCHI
$6.08B
– –
-4,876
Closed -$293K
MRSH
403
Marsh
MRSH
$85.8B
– –
-273
Closed -$51K
MNDY icon
404
monday.com
MNDY
$3.51B
– –
-139,009
Closed -$20.5M
MNST icon
405
Monster Beverage
MNST
$95.8B
– –
-683
Closed -$52K
MTD icon
406
Mettler-Toledo International
MTD
$26.6B
– –
-40
Closed -$56K
MTB icon
407
M&T Bank
MTB
$35.4B
– –
-52
Closed -$10K
NTAP icon
408
NetApp
NTAP
$34.2B
– –
-484
Closed -$52K
OC icon
409
Owens Corning
OC
$11.5B
– –
-329
Closed -$37K
ODD icon
410
ODDITY Tech
ODD
$754M
– –
-280,764
Closed -$11.3M
OVV icon
411
Ovintiv
OVV
$15.8B
– –
-571
Closed -$22K
PEG icon
412
Public Service Enterprise Group
PEG
$40.1B
– –
-266
Closed -$21K
PNC icon
413
PNC Financial Services
PNC
$101B
– –
-84
Closed -$18K
PTF icon
414
Invesco Dorsey Wright Technology Momentum ETF
PTF
$735M
– –
-744
Closed -$57K
RL icon
415
Ralph Lauren
RL
$22B
– –
-159
Closed -$56K
RMBS icon
416
Rambus
RMBS
$11.4B
– –
-548
Closed -$50K
RPV icon
417
Invesco S&P 500 Pure Value ETF
RPV
$1.57B
– –
-2,710
Closed -$280K
SMWB icon
418
Similarweb
SMWB
$578M
– –
-3,106,157
Closed -$23.3M
SNPE icon
419
Xtrackers S&P 500 ESG ETF
SNPE
$2.61B
– –
-120,788
Closed -$7.54M
SPTI icon
420
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.4B
– –
-199,019
Closed -$5.74M
SSYS icon
421
Stratasys
SSYS
$723M
– –
-2,130,983
Closed -$18.5M
STWD icon
422
Starwood Property Trust
STWD
$6.16B
– –
-806
Closed -$15K
SWK icon
423
Stanley Black & Decker
SWK
$13.6B
– –
-78
Closed -$6K
TBLA icon
424
Taboola.com
TBLA
$1.5B
– –
-3,299,179
Closed -$15.2M
TFC icon
425
Truist Financial
TFC
$64.7B
– –
-288
Closed -$14K
14 15 16
17
18

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